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KFI

Key Financial Inc Portfolio holdings

AUM $562M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.17%
2 Healthcare 9.8%
3 Financials 6.09%
4 Consumer Discretionary 5.53%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$9K ﹤0.01%
+502
652
$9K ﹤0.01%
242
653
$9K ﹤0.01%
133
654
$9K ﹤0.01%
333
655
$9K ﹤0.01%
102
656
$9K ﹤0.01%
167
657
$9K ﹤0.01%
160
658
$9K ﹤0.01%
454
659
$9K ﹤0.01%
157
660
$9K ﹤0.01%
+63
661
$9K ﹤0.01%
250
662
$9K ﹤0.01%
+69
663
$9K ﹤0.01%
119
664
$9K ﹤0.01%
103
665
$9K ﹤0.01%
+758
666
$9K ﹤0.01%
97
667
$9K ﹤0.01%
200
668
$9K ﹤0.01%
343
669
$9K ﹤0.01%
156
670
$9K ﹤0.01%
456
671
$9K ﹤0.01%
250
672
$9K ﹤0.01%
708
673
$9K ﹤0.01%
89
674
$9K ﹤0.01%
423
675
$9K ﹤0.01%
+148